Sean McDade is part of the Natixis Portfolio Clarity® team that provides portfolio research and construction consultation to wealth advisors using an array of qualitative insights and quantitative tools. He has over 20 years of investment industry experience. Prior to joining Natixis in 2015, Mr. McDade was a portfolio manager at Sail Loft Capital Management, director of client services at North American Management, and a senior financial planner at Crosby Advisors.
Mr. McDade has a BA from Colby College and completed the General Course at the London School of Economics.
He is a Certified Financial Planner® and a Chartered Alternative Investment Analyst.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.